Get your personal link
Brian adds your account after your terms and eligibility are reviewed. Partner portal access is not offered from this page. Contact Aurum directly about existing records.
Private Client StrategyCorporate AdvisoryAurum referral partners
Your introductions.
Clearly credited.
Introduce someone who needs a clearer plan for their money. Your personal link connects their inquiry to you, with a private record you can follow.
Make an introduction
Before referring anyone, give them the required compensation disclosure verbatim in writing. Share only your approved link and materials. Your prospect sees your name and confirms the referral when booking or contacting us.
Follow your commission
Contact Aurum to verify recorded referrals, eligible commissions, and payment status. Recurring commissions apply only when your agreement includes them.
A clear record. Clear expectations.
How your referral is credited
The first valid partner link is remembered on the same browser for up to 30 days. A visit alone is not a recorded client referral. Attribution is recorded when the prospect submits a booking, inquiry, or guide request with a valid code and referral consent. The first submitted referral for that email is retained; later links do not replace it. Clients can enter the code on a different device or remove it before submitting.
The partner dashboard shows the original submission reference and date, not client names, contact information, financial details, or appointment notes. Ask your contact to share their reference if they want you to recognize the introduction. Different email addresses are not automatically matched. For missing or disputed credit, send the reference to Brian before an invoice is approved.
When commissions appear
A referral is not a sale or a guarantee of payment. Aurum records a commission only after verifying collected payment and eligibility under your written agreement. Each recurring paid invoice must be recorded separately. The dashboard is a recordkeeping tool, not a payment processor; the owner records payouts made outside this website.
Your agreement must specify eligible services, rates or fixed amounts, recurring duration, payment timing, cancellations, refunds, and disputes. No earnings or minimum income are guaranteed.
Your role and disclosures
Give every prospect the dated required disclosure verbatim before making an introduction. Share only approved materials. Do not promise investment results, provide investment advice on Aurum's behalf, collect client money, or access their accounts. Compensation creates an incentive to refer. Aurum activates a link only after a documented eligibility review and a signed partner agreement specifying eligible services, rates or fixed amounts, recurring duration, payment timing, cancellations, refunds, and disputes.